Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 09/2022 | 09/2023 |
| Academy Sports | Lake Mary | FL | 09/2017 | 08/2018 |
| Publix | Lake Mary | FL | 03/2017 | 09/2017 |
| Unemployed | Longwood | FL | 07/2016 | 02/2017 |
| 24 Hour Fitness | Longwood | FL | 09/2018 | 12/2019 |
| Finfrock | Apopka | FL | 01/2020 | 04/2020 |
| Unemployed | Longwood | FL | 05/2020 | 06/2020 |
| 24 Hour Fitness | Lake Mary | FL | 07/2020 | 11/2020 |
| Addition Financial | Orlando | FL | 07/2020 | 11/2022 |
| University Of Central Florida | Orlando | FL | 05/2017 | 05/2023 |
| Raymond James Financial Services, Inc. | Orlando | FL | 10/2023 | Present |
| Db Wealth Management | Orlando | FL | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Orlando | FL | 11/2023 | Present |
(1)Name of Business: DB Wealth Management Address: 720 Rugby St Ste 200, Orlando, FL, 32804-4960, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/02/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing DBA (2)Name of Business: Tucker Health Solutions, LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804-4960, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist my clients and my employer, David Bilka's, clients in enrolling for Medicare.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-15 |
Reach out to this advisor